Business Development Associate

Guidepoint

Shanghai Shi, China

On-siteCareer-pivot friendly

Who this role is best for

Geared toward entry-level candidates comfortable with outbound prospecting and client relationship management, this role emphasizes a fast-paced, results-oriented environment in Shanghai, China.

Best fit for

Entry-level candidates with a finance degree and interest in institutional investment.
— “Bachelor's in finance or related degree from a four-year university.”
Individuals who thrive in a KPI-driven lead generation environment.
— “Desire to work in a sales/ lead generation role that is KPI and metrics-driven”
Candidates with strong communication skills and experience handling high-profile clients.
— “Excellent communicator capable of handling high-profile clients”

Things to consider

The role requires a commitment to cold calling and meeting targets in a competitive industry.
— “Meet designated prospecting and meeting targets through cold calling”
The position is based in Shanghai, requiring local presence or relocation.
— “The Associate will be responsible for assisting in building a pipeline of prospects within the region.”

How to stand out

Highlight experience with lead generation and client communication in your resume and interview.
— “Conduct outbound prospecting to qualify new business leads”
Demonstrate knowledge of primary research methods and the institutional investment landscape.
— “Develop a working knowledge of the primary research methods, the competitor landscape”
Emphasize your ability to manage client feedback and collaborate with senior sales teams.
— “Partner with senior sales team members schedule meetings with new prospects”

Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

building a pipeline of prospects
meeting prospecting and meeting targets

Typical background

salesfinance

Skills & requirements

Required

Outbound ProspectingLead GenerationClient Relationship ManagementSales Process KnowledgeCold Calling

Preferred

Institutional Investment Industry KnowledgeMarketing Materials Development

Stack & domain

Sales ProcessLead GenerationRelationship ManagementMarketing MaterialsClient PresentationsCommunicationTeamworkMetrics-drivenFast-pacedFinanceInvestment

About the role

Original posting from Guidepoint via Greenhouse

Overview:
Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint.
The Business Development team is looking for an entry-level Business Development Associate to further develop our business with major financial institutions, asset managers, PE firms or Hedge Funds within the region. The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is an exciting opportunity for a self-starter who wants to learn more about the institutional investment industry and make a significant contribution to our business model.
What You’ll Do:
Conduct outbound prospecting to qualify new business leads and help source new business opportunities
Partner with senior sales team members schedule meetings with new prospects, set up meetings with existing strategic accounts to identify growth and cross selling opportunities, and manage client feedback calls.
Meet designated prospecting and meeting targets through cold calling and other lead generation efforts.
Assist in the development of marketing materials and client presentations.
Develop a working knowledge of the primary research methods, the competitor landscape, and the institutional investment industry investment process and investment strategies.
What You Have:
Bachelor's in finance or related degree from a four-year university.
Broad base knowledge of the sales process from lead generation to relationship management.
Excellent communicator capable of handling high-profile clients (Hedge Funds, Mutual Funds, and Private Equity Firms.
Demonstrated ability to work in a team atmosphere.
Desire to work in a sales/ lead generation role that is KPI and metrics-driven
A desire to work in a fast-paced, results-oriented environment.
What We Offer:
Flexible work arrangement
Competitive compensation
Informal work environment
Entrepreneurial, diverse, international culture 
ABOUT GUIDEPOINT:
Guidepoint powers end-to-end research workflows for the world’s best research teams.
Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.
At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed.
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Source: Guidepoint careers (Greenhouse)